Invst, LLC QUAL Holdings History
Invst, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Invst, LLC held 105,315.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $18.00 Mil. This investment constitutes 2.46% of their stock portfolio, and Invst, LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2019Q4. And since then Invst, LLC has made 8 purchases of QUAL, at an average price of $132.01, for a total of 281,619.00 shares. In addition, there have been 6 sales at an average price of $147.52 for 176,304.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Invst, LLC's estimated gain on his QUAL holdings is $8.21 Mil, reflecting a 22.09% gain to date.
Invst, LLC QUAL ($184.03) Holding Chart
Invst, LLC QUAL ($184.03) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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